| Agp Franklin, LLC | Franklin, TN | $247.1M | — |
| Baum Capital Partners Management, LLC | Kansas City, MO | $247M | 2 |
| Intervest Ltd | Chevy Chase, MD | $247M | — |
| Northern Edge Wealth Management, LLC | Marquette, MI | $246.9M | — |
| Eudaimonia Asset Management, LLC | Winchester, TN | $246.9M | — |
| Tenet Wealth Partners, LLC | Champaign, IL | $246.9M | — |
| Impact Engine Management, Pbc | Chicago, IL | $246.8M | 6 |
| Lighthouse Wealth Management, LLC | Camp Hill, PA | $246.8M | — |
| Value Investment Professionals, LLC | New York, NY | $246.7M | — |
| Julex Capital Management, LLC | Natick, MA | $246.7M | — |
| Strive Financial Group, LLC | Carmel, IN | $246.7M | — |
| Srp Capital Advisors LLC | Dallas, TX | $246.5M | 7 |
| 17 Capital Partners, LLC | Phoenix, AZ | $246.4M | — |
| Vantage Consulting Group Inc | Virginia Beach, VA | $246.3M | 9 |
| Taconic Advisors Inc. | Saugerties, NY | $246.3M | — |
| Nexxus Holdings Advisors LLC | Santa Barbara, CA | $246.2M | 3 |
| McKinney Capital Management LLC | Houston, TX | $246.1M | — |
| New England Financial Planning Group, LLC | Burlington, MA | $246.1M | — |
| The Professional Financial Company LLC | Orem, UT | $246.1M | — |
| Asempa, LLC | Baton Rouge, LA | $246M | — |
| Des Moines Investments, LLC | Des Moines, IA | $246M | — |
| Hall Retirement Planning Services, LLC | Knoxville, TN | $246M | — |
| Sierra Pacific Private Wealth, LLC | Pleasanton, CA | $245.9M | — |
| 3b Capital Management, LP | Dallas, TX | $245.9M | 3 |
| Pinnacle West Asset Management Inc | Casper, WY | $245.9M | — |
| Glc Investment Advisors, LLC | | $245.9M | 3 |
| Insight Inv LLC | El Segundo, CA | $245.7M | — |
| Toro West Capital Advisors, LLC | Louisville, CO | $245.7M | — |
| Global Wealth Management, LLC | Kingston, NJ | $245.7M | — |
| Alternative Fund Advisors, LLC | Boston, MA | $245.6M | — |
| Wealthway Financial Advisors | Norfolk, VA | $245.6M | — |
| Bostwick Capital LLC | Locust Valley, NY | $245.4M | 4 |
| Rm Financial Services, LLC | Falmouth, ME | $245.4M | — |
| Optimist Retirement Group, LLC | Bellevue, WA | $245.3M | — |
| Strobe Ventures LP | Brooklyn, NY | $245.2M | 3 |
| Cannon Wealth Management Services, LLC | Winston Salem, NC | $245.2M | — |
| Saas Capital, LLC | Cincinnati, OH | $244.9M | 9 |
| W Advisors LLC | Germantown, TN | $244.9M | — |
| Metronome Capital LLP | London, London | $244.9M | 1 |
| Integras Partners, LLC | Alpharetta, GA | $244.8M | — |
| Merrion Investment Management Co, LLC | Cranford, NJ | $244.8M | — |
| Kultura Capital Management LP | Park City, UT | $244.7M | 2 |
| Mjr Financial LLC | Austin, TX | $244.7M | — |
| Leon Capital Management, LLC | Dallas, TX | $244.7M | 16 |
| Clear Ridge Wealth Management, LLC | Kalamazoo, MI | $244.6M | — |
| Stirlingshire RIA LLC | New York, NY | $244.6M | — |
| Boyce & Associates Wealth Consulting, Inc. | Cedar Park, TX | $244.6M | — |
| City Different Holdings LP | Santa Fe, NM | $244.4M | 4 |
| Lederer & Associates Investment Counsel | Long Beach, CA | $244.3M | — |
| Gulfstream CM, LLC | Summit, NJ | $244.2M | 2 |